Financial Planning Assistant

2 weeks ago


Pasadena, United States Ameriprise Financial Full time

The financial planning assistant will assist the financial advisor by completing financial plans for clients. Responsibilities will include joining the advisor in meetings with clients to understand the client’s financial goals, gathering information such as tax returns and investment account statements from the clients and completing the financial plan using Naviplan financial planning software. The financial planning assistant will also help with general administrative tasks.

**Requirements**:

- Knowledge of financial concepts and services
- Experience or education in banking, wealth management, or public accounting
- Strong analytical skills for research and data analysis
- Ability to work with various financial tools and software
- Excellent organizational skills with attention to detail
- Strong communication skills to interact with team members and clients

Pay: $55,000.00 - $65,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Disability insurance
- Health insurance
- Life insurance
- Paid time off

Compensation package:

- Bonus opportunities

Schedule:

- 8 hour shift

Ability to Relocate:

- Pasadena, CA 91101: Relocate before starting work (required)

Work Location: Hybrid remote in Pasadena, CA 91101


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